Junior Investment Advisor

vor 13 Stunden


Geneve, Schweiz Academic Work Vollzeit

**About the role**:
Fro our client, a Private Bank based in Geneva's Financial Place, we are looking for an Investment Advisor in order to strenghten their Portfolio Advisory Team due to strong growth. You will be responsible for advisory mandates clients in cooperation with RMs.

**Job duties**:

- Analysis and optimization of portfolios as well as development of customized investment concepts and asset consolidations for demanding private banking clients
- Development of client-specific investment concepts
- Active support of relationship managers in acquisition and retention discussions
- Supporting and advising relationship managers in all investment matters
- Active networking with relationship managers and internal product specialists

**We are looking for**:

- Completed studies in banking and finance (University degree or equivalent)
- At least 3 years of relevant experience as an investment analyst, in investment advisory, portfolio management or fund management
- Further financial analytical training and/or certifications (CFA, AZEK, CIIA, CAIA etc.)
- In-depth knowledge of all asset classes
- Strong analytical skills and solution-oriented mindset, empathic and client-oriented
- Fluent English and Russian


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